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Strategic Growth grows case study production by 300%

Nintex DocGen® for Salesforce automates and streamlines process

Strategic Growth is a Salesforce Gold Consulting Partner with more than 1,700 completed implementations to its credit, and more 5-star ratings in the Salesforce AppExchange than any other Gold Partner in North America.

Case studies, or customer success stories, are an important part of corporate marketing at Strategic Growth. They are also required to maintain Gold Partner standing with Salesforce. Each case study must be submitted to Salesforce using the latest Salesforce-defined template to satisfy the requirement.

To optimize their effectiveness, case studies need to reflect the customer’s industry, region, and business—and be new enough to remain relevant in a fast-moving world. The software Strategic Growth used to manage the process was outdated and often required the consultants to manually complete the case study template. These manual processes slowed the process, and often meant rework when a consultant used the wrong template.

Strategic Growth turned to Nintex DocGen® to streamline and automate the case study process.

Finding success

growth in case study production


click to populate case study template


case studies to reformat

Strategic Growth, Inc.
Capabilities Used
DocGen for SalesForce

Who they are

From top management to individual consultants, the people of Strategic Growth, Inc. offer a depth of experience with Salesforce—including the Salesforce implementation methodology that’s still used today. Founded in Austin, Texas in 2007, with additional offices in Dallas, Houston and Chicago, Strategic Growth is a Salesforce Gold Consulting Partner.

What they needed

To maintain its Gold Partner standing with Salesforce, Strategic Growth needed to produce and submit case studies regularly. Each case study had to comply with Salesforce’s template to qualify. Strategic Growth sought a solution for its manual, slow, and unreliable case study generation process.

How they did it

Strategic Growth adopted Nintex DocGen® for Salesforce to automate the process of creating case studies. Consultants click a button in Salesforce to kick off the process and DocGen® automatically populates the latest slide template with customer data. With DocGen®, Strategic Growth has increased case-study production by 300%.

Growing success with automated case study generation

To solve their challenge, Caleb Sidel, Vice President and Chief Architect at Strategic Growth, turned to Nintex DocGen®. DocGen® merges Salesforce data into any combinations of documents—quickly, accurately, and predictably.

At Strategic Growth, when consultants complete and close a project, they kick off a case study by clicking a button in Salesforce. DocGen® accesses customer data from the company’s Salesforce database and instantly populates the latest case study template. The consultants provide additional details to complete the customer success story.

Using DocGen® to create case studies means that Sidel and his consultants save time and headaches. A consultant who puts several case studies in the wrong template can waste hours re-doing them. That doesn’t happen anymore.

Strategic Growth now produces more case studies, faster. In fact, Sidel estimates that case study production is up by 300 percent, far exceeding the Salesforce requirement.

Quick, reliable, convenient case study automation. That’s rocket fuel for Strategic Growth’s sales operations.

We've made case study generation with Nintex DocGen® so convenient, quick, and reliable, there’s no reason for a consultant not to do it and do it right. The results are accurate and predictable. It never fails.
Caleb Sidel, Vice President and Chief Architect, Strategic Growth, Inc.
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